The Market Huddle

Forced Patience (guests: Andy Constan, Paul Schulte)

Jan 7, 2022

02:54:06

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Highlights

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Episode notes

Bridgewater

02:46

The Foundations of Block Chan

01:55

Cryptocurrency

03:29

Introduction

4min

How Did You Get the Job at Solleyi?

3min

The Stock Market Crash

3min

The Failure of Portfolio Insurance

2min

Is There a Removable Strategy for Portfolio Insurance?

2min

Convertible Bond Trading

2min

How Long Do You Stay at Salmon Brothers?

3min

Equity Derivatives

2min

Managing Equity Derivatives in 97 and 98

3min

10.

What's It Like Being on the by Side?

3min

11.

Bridgewater - I'm a Little Fascinated

2min

12.

Bridgewater

3min

13.

The Challenge for Ray and His Management Team

4min

14.

Hedge Ones Managers - Is He Good at Generating Alpha?

1min

15.

How Does Bridgewater M Manage Long Term Long-Term Hedge Funds?

3min

16.

What's the Greatest Opportunity in Trading?

3min

17.

Is This a One Off?

2min

18.

What Do You Think Is Happening in the Bond Market?

3min

19.

What's the Main Driver of the Stock Market?

3min

20.

What's the End of the Taper?

3min

21.

The Drum Beat Grown Loud, and the Market Friaked Out About It

3min

22.

Quantitative Tightening Will Kill Inflation

3min

23.

Is the Bond Market a Little Smarter Than the Stock Market?

3min

24.

Is the Fed Going to Allow the Market to Fall?

3min

25.

Wage Price Spiral

3min

26.

Inflation Expectations Are No Longer Going Up

3min

27.

Are Great Traders Investors or Investors Born or Made?

3min

28.

Damp Spring Advisers

4min

29.

Wake Surfing on Long Island

2min

30.

The Evolution of Cryptocurrency

3min

31.

Cryptocurrency Trading

3min

32.

Why Should I Not Have Crypto, a Block Chain Based Digital Art?

5min

33.

The Foundations of Block Chan

2min

34.

Cryptocurrency

2min

35.

Cryptocurrency

3min

36.

Is the US Government a Competitors to the Dollar?

4min

37.

Cryptocurrency Is Going to Be a Commodity, Not a 'Commodity'

4min

38.

The Failure of Imagination

3min

39.

Is Block Chain Banking the Next Big Thing?

5min

40.

Is There a Triple Bottom at a Support?

5min

41.

Bonds

4min

42.

Is the Stock Market Going to Give a Ship?

5min

43.

Is the Fed Going to React After a Five to Ten % Drop?

3min

44.

Nasdak Stock Market

5min

45.

The Consumers Staples Are Running Like This

4min

46.

A Look at Real Rates and How They Are Behaving Right Now

4min

47.

The Real Star of the Show, Lena

3min

48.

The Longer Dated Option Ex Experience Less Burn Over the 14 Day Period?

5min

49.

Biotex

2min

50.

Is the Federal Reserve Ready to Buy Treasuries?

5min

51.

The Marketa - A Brief Introduction

4min

52.

Isne Chane for Nobody?

4min

53.

Shake Shack in Houston, Texas

2min

54.

A Christmas Dinner in New York City

6min

In this episode, Patrick Ceresna and Kevin Muir welcome Wall Street veteran Andy Constan. From his early days at Salomon Brothers, to his experiences at Bridgewater and Brevan Howard, Andy walks us through his fascinating career and he also tells us what we should be watching for as the most important development for 2022. After that, Kevin talks with Paul Schulte about his new book, Money Metaverse: How Crypto Is Reinventing Finance & Property via Tokenization.

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